We believe our people are the foundation of our success. Our culture is built on respect, collaboration, and supporting one another.
We strive to create a workplace where employees feel valued, heard, and empowered to grow both personally and professionally. Our leadership is committed to fostering open communication, professional development, and a positive environment where everyone can perform at their best.
If you're looking for a company that values your contribution and supports your growth, we'd love to have you on our team.
Why Join Bravo
We believe great people deserve great support. Here's what you can expect when you join us:
- Competitive and stable full-time work from home opportunity
- HMO and Life Insurance coverage
- 13th Month Pay
- Government Contributions (SSS, PhilHealth, Pag-IBIG)
- Sick Leave and Vacation Leave benefits
- Free Training and Professional Development opportunities
- Monthly Virtual Employee Engagement activities (with prizes!)
- Fun Company Get-Togethers
- An Annual Christmas Party that our team truly looks forward to
- Year-End Package
We make sure our team not only works hard, but also feels appreciated and celebrated.
Job Overview
This position is responsible responsible for the end-to-end preparation of Self-Managed Super Fund (SMSF) financial statements, income tax returns, and compliance workpapers.
This is a home-based position located in the Philippines. This position demands strong technical knowledge of Australian superannuation law, contribution rules, pension phase compliance, and TBAR obligations, with hands-on proficiency in BGL Simple Fund 360 and XPM.
This position will require:
- Reliable high-speed internet connection and a professional home office setup.
- Availability operates within Australian Eastern Standard Time (AEST) business hours, with a required minimum daily overlap of 7:00 am – 3:00 pm AEST
- All client data must be handled in accordance with Australian privacy and data security obligations
- Regular check-ins with the onshore manager via Microsoft Teams are expected as part of normal workflow management
- Comfortability operating with a high degree of autonomy while remaining responsive and communicative with the onshore team
Activities include:
1) SMSF Compliance & Preparation
- End-to-end preparation of SMSF financial statements and income tax returns
- Ensure compliance with Australian taxation and superannuation laws, including SIS Act requirements
- Process and review SMSF transactions using BGL Simple Fund 360
- Reconciliation of bank accounts, investment portfolios, and member balances
- Preparation of workpapers and audit-ready files for external SMSF auditors
- Liaise with auditors and resolve audit queries in a timely manner
2) Contribution & Pension Phase Management
- Track and monitor member contributions against concessional and non-concessional caps, including bring-forward and catch-up contribution rules
- Prepare and manage Transfer Balance Account Reporting (TBAR) obligations for funds with members in pension phase
- Support preparation of pension commencement documentation and minimum pension calculations
3) Workflow & Practice Management
- Manage client workflows, jobs, and deadlines using XPM (Xero Practice Manager)
- Maintain accurate and up-to-date client records across BGL, XPM and FYI Docs
- Preparation of BAS/IAS workpapers for onshore review and lodgement where applicable
- Prepare ATO correspondence and assist with SMSF annual return support via the ATO portal
- Identify and escalate compliance risks, anomalies, or member balance discrepancies to the onshore manager/partner
4) Client & Trustee Support
- Assist with drafting trustee resolutions, annual minutes, and investment strategy review documentation as directed
- Maintain clear and professional communication with onshore team members regarding job status, queries, and turnaround timelines
5) Collaboration & Continuous Improvement
- Communicate proactively with the onshore manager or partner via Microsoft Teams or video conferencing on all active jobs
- Assist with identifying process improvements and workflow efficiencies in SMSF compliance procedures
- Participate in team meetings and training sessions as scheduled
Skills:
1) Technical Skills
- High attention to detail and accuracy in SMSF financial statement preparation and compliance workpapers
- Ability to identify and resolve SMSF compliance anomalies and member balance discrepancies
- Proficiency in BGL Simple Fund 360, XPM, and Microsoft Excel
- Familiarity with Australian practice technology platforms (FuseSign, ATOmate, FYI Docs advantageous)
- Understanding of SuperStream, contribution processing, and ATO reporting obligations
2) Professional & Interpersonal Skills
- Advanced written and verbal English communication skills, including the ability to draft professional client-facing workpapers and internal correspondence
- Highly self-directed, with a structured approach to managing jobs, tracking deadlines, and escalating blockers without close daily supervision
- Ability to manage multiple clients and concurrent deadlines in a high-volume practice environment
- Collaborative team member who communicates openly and reliably with onshore managers and partners
- Proficiency in Microsoft Teams, Zoom, or equivalent video conferencing and collaboration tools
- Alignment with Australian professional services culture, standards, and client service expectations
3) Preferred Skills
The following skills are not mandatory but will distinguish strong candidates:
- Knowledge of associated entity structures including corporate trustees, discretionary trusts, and unit trusts
- Familiarity with CAS 360 for corporate secretarial and trustee management workflows
- Understanding of pension phase obligations, TBAR lodgement processes, and pension commencement documentation
- Prior experience using FYI Docs or equivalent document management systems for an Australian accounting practice
Experience:
- Typically, 3 – 5 years experience in SMSF accounting with an Australian public practice environment.
- Hands-on experience with BGL Simple Fund 360
- Working knowledge of XPM (Xero Practice Manager)
- Demonstrated understanding of Australian SMSF taxation and superannuation compliance obligations.
- Familiarity with FuseSign, ATOmate or FYI Docs within an Australian practice workflow is preferred.
- Exposure to ATO Online Services for Agents / SMSF Portal is preferred.
